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Invesco FTSE RAFI US 1000 ETF
PRF

Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
251
Solitude Financial Services
Virginia
$557K -$124K -3,000 -18%
SWM
252
Spire Wealth Management
Virginia
$548K -$13.7K -332 -2%
SA
253
Sovran Advisors
California
$537K +$548K +13,252 New
FM
254
Foster & Motley
Ohio
$534K -$2.93K -71 -0.5%
DE
255
Diversified Enterprises
Delaware
$521K -$103K -2,481 -16%
SFP
256
Sandbox Financial Partners
Maryland
$503K +$1.57K +38 +0.3%
CFS
257
CRA Financial Services
New Jersey
$503K – – –
ECM
258
Evergreen Capital Management
Washington
$500K – – –
SIA
259
Schechter Investment Advisors
Michigan
$498K – – –
CCA
260
Cobblestone Capital Advisors
New York
$497K – – –
RSWA
261
Robinson Smith Wealth Advisors
Maine
$492K – – –
RAG
262
RIA Advisory Group
Iowa
$491K -$16.1K -390 -3%
BB
263
Busey Bank
Illinois
$486K – – –
CIA
264
Choate Investment Advisors
Massachusetts
$484K +$496K +12,000 New
CA
265
Clearstead Advisors
Ohio
$484K +$83 +2 +0%
SHF
266
Stage Harbor Financial
Massachusetts
$478K – – –
CWS
267
Confluence Wealth Services
Pennsylvania
$476K – – –
T
268
TrueFG
Texas
$474K -$7.15K -173 -1%
RWP
269
Revolve Wealth Partners
New Jersey
$469K +$480K +11,623 New
CFP
270
Catalyst Financial Partners
Massachusetts
$462K +$31.9K +772 +7%
VNA
271
Valley National Advisers
Pennsylvania
$455K – – –
IA
272
Integrity Alliance
Iowa
$448K +$458K +11,095 New
LWM
273
LJI Wealth Management
Indiana
$444K – – –
LNWWM
274
Laird Norton Wetherby Wealth Management
California
$437K – – –
MFA
275
Morling Financial Advisors
California
$436K – – –
9 10
11
12 13